About

We built the recruiting platform we wished we had.

AdvisorHop is a founder-led team that lived the legacy problems of advisor recruiting. We build modern tools to fix them.

Our Mission

We believe the right match should come down to fit, not to who can afford an introduction.

Our mission is to connect independent firms and advisors directly — using cutting-edge technology to strip out the high costs and needless barriers that stand in the way.

Our story

Built by people who lived the problem.

AdvisorHop is a small, founder-led team that spent years in advisor recruiting — outpaced by firms with bigger budgets, passed over by recruiters chasing the larger fee, and stuck finding advisors and managing relationships with tools that were never built for it.

With everything AI can do today, we decided it was time to fix that imbalance — and give any firm a low-cost, off-the-shelf way to build better-fitting, longer-lasting relationships with advisors.

The moment that stuck with us: staring down the two “real” options and realizing neither was built for a firm like ours. An enterprise data subscription running five figures a year before a single call gets made. A recruiter’s fee taking a bite out of a placement that few firms our size could absorb. Both were built for firms already big enough not to need them. So we built AdvisorHop instead.

Our beta is step one of a much bigger roadmap, and we treat every beta member like a design partner — tell us what we haven’t solved yet, and we’ll build it. More about the team soon.

Have more questions?

How AdvisorHop works, what it costs, and why it’s different.

Our values

What we stand for.

Access

We price AdvisorHop within reach of any firm, so growing your business never depends on the size of your budget.

Respect

We treat the firm and the advisor with equal respect — because behind every search and every profile is a professional with a legacy.

Momentum

We put cutting-edge technology behind every tool we build, so the work keeps moving toward your next best opportunity.

Partnership

We built AdvisorHop to remove the barriers that keep firms and advisors from finding each other and building relationships that last.

Why we exist

The old way to recruit advisors was built for big firms.

For most of the industry’s history, growing your firm through advisor recruiting meant picking from three bad options.

Option A

Hire a recruiter

Third-party recruiters typically charge 8–12% of an advisor’s annual production per placement — on a $250,000 producer, that’s $20,000–$30,000 for a single hire. They choose who they work with, own the relationship, and take everything they learned with them when the engagement ends.

Option B

Buy an enterprise list

The industry lists big firms use run into five figures a year — and they hand you raw data, not a way to work it. You pay for a spreadsheet, pay again for a CRM to make it usable, then wire the two together yourself.

Option C

Do it yourself

A spreadsheet, a phone, and whatever you remember from the last conversation. It’s what most firms actually do — and it means starting every search from zero and losing the thread the moment someone’s out of office.

Every one of these was built for firms with the budget, the contracts, and the headcount to absorb the cost. If you didn’t have all three, advisor recruiting stayed out of reach.
We think that’s backwards.

How we’re different

Your recruiting motion, already assembled.

AdvisorHop brings the work that usually lives in a list, a generic CRM, and someone else’s Rolodex into one place. Start with advisors to review, move the right people into your pipeline, and keep every conversation in context.

The old wayThe AdvisorHop way
Control & costSomeone else picks who you call — and takes a cut of the placement.
Direct ownership

You choose who to pursue and build the relationship yourself.

Direct reach to the advisors you want, with no one in the middle taking a cut. You make the call, you build the relationship.

Bolted togetherA list, a generic CRM, and manual handoffs between them.
One working system

Find an advisor, add them to the CRM, then keep calls, notes, stages, and reminders together.

Nothing to import, nothing to configure, no file bouncing between a list and a separate CRM.

Aging exportA downloaded file that ages the moment it arrives.
A living list

Work from enriched profiles that are updated over time, not a one-time export.

Profiles are enriched into workable detail and refreshed over time, so the advisor in front of you is who they are now — not who they were a year ago.

Build a recruiting process your firm can run—and keep.

Want to talk to us?

Questions about us, our pricing, or how to get started — send us your question!